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EGM

Engineers Gate Manager Portfolio holdings

AUM $8B
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
-$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.86M
3
+$4.82M
4
AN icon
AutoNation
AN
+$4.4M
5
ELV icon
Elevance Health
ELV
+$4.39M

Top Sells

1
+$8.41M
2
+$8.14M
3
+$7M
4
STI
SunTrust Banks, Inc.
STI
+$6.91M
5
WAB icon
Wabtec
WAB
+$6.86M

Sector Composition

1 Consumer Discretionary 15.96%
2 Technology 14.67%
3 Industrials 13.84%
4 Financials 13.19%
5 Healthcare 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-329,100
852
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-54,100
853
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-13,300
854
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-68,540
855
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-55,504
856
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-15,851
857
– –
-39,257
858
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-57,516
859
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-13,475
860
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-131,524
861
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-2,300
862
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-18,683
863
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-2,800
864
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-2,000
865
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-41,871
866
– –
-12,300
867
– –
-3,400
868
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-8,000
869
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-8,800
870
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-176,625
871
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-39,069
872
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-15,339
873
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-121,431
874
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-24,500
875
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-10,000
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